Jefferson Sarchione is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following roles at Ameriprise Financial Services and Cox Automotive. He previously spent six years with Sarchione Auto Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Ronald Katigbak is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a property management business and serves as president of a personal service corporation managing practice expenses. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, utilizing research-driven, non-discretionary recommendations supported by algorithmic tools and a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Scherer is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, J.P. Morgan Securities, and Chase Investment Services. Outside of his advisory role, he coaches for Dover City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad range of investment strategies supported by research and technology tools.

Elijah Ochoa is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and has experience outside finance in the hospitality sector. Ochoa is also involved as a member of ULTIMA LLC, which invests in residential real estate in the Charlotte, NC area. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions.

David Varner is a financial advisor with Cambridge Investment Research Advisors, holding 43 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Co., spanning over four decades. Outside of advising, Varner operates Varner Insurance Group as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and offers both discretionary and non-discretionary management options.

Jason Varner is a financial advisor with Cambridge Investment Research Advisors, holding 22 years of industry experience. He has worked with Cambridge since 2019 and previously spent 18 years with Nationwide Securities and the David Varner Agency. Outside of his advisory role, he is a part owner of Kyler and Company, which provides tax and legal liability services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple account platforms and proprietary model strategies while providing both discretionary and non-discretionary management options.

Nathanial Arps is a financial advisor with LPL Financial in Hartville, OH, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and is also involved with MJ Miller & Co. CPAs, where he engages in tax preparation and accounting services. Prior to that, he spent nine years with the 415 Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced operational and research tools.

Heidi Dillon is a financial advisor with Cambridge Investment Research Advisors and holds 18 years of industry experience. Her prior work includes roles at Nationwide Securities LLC and Nationwide Insurance. She is also an independent insurance agent with Varner Insurance Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Michael Wade is a financial advisor at Osaic with 20 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 17 years before joining Osaic in 2025. Outside of his advisory role, Wade is an insurance agent offering accident and health insurance, life insurance, disability income products, and annuities. He is also involved with Cleveland Financial Group as an advisor focused on securities, annuities, employer plans, and life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Kenneth Griffin is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory role, he delivers food on weekends for DoorDash. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Joshua Thurman is a financial advisor with Ameriprise in North Canton, OH, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank between 2014 and 2026. He serves as a board member for North Canton Cares Pantry, a local food pantry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Cheryl Sternasty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior firms include Cambridge Investment Research Advisors, Janney Montgomery Scott, and Parker/Hunter Incorporated. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice designed for clients approaching or in retirement.

Kenneth Lefever is a Series 66-registered financial advisor with Edward Jones in Salem, Ohio, with eight years of industry experience. Before joining Edward Jones in 2017, he worked at Christian Healthcare Ministries for seven years. Edward Jones serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Steven Landy is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Landy is involved as an equity investor in oil and natural gas and holds ownership interests in various real estate-related businesses. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Steven Schroll is a CFP® and ChFC® with 18 years of experience in financial planning. He currently works with Cetera and has held roles at Everence Trust Company and One Resource Group, among others. Outside of financial services, he teaches a high school personal finance class and drives a school bus for athletics and field trips at Lake Center Christian School. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program options through a nationwide network of independent advisors.

Brian Lake is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Moonlight Bay II and is the primary person in the S Corporation Harbor Lake, which is involved in payroll activities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George Burns is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with various J.P. Morgan entities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process integrates centralized due diligence with quantitative and qualitative research, offering model asset allocations that may incorporate ESG criteria.

Linda Reall is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 40 years of industry experience, including prior roles at B. Riley Wealth Management and Capital Securities of America, where she also holds an ownership interest. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and supports proprietary and third-party model strategies.

Debra Danks is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including PNC Wealth Management and Cetera Investment Advisers LLC, before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria in its recommendations.

Lynette Wilson is a Series 66-licensed financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 18 years of industry experience, including a concurrent role with J.P. Morgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies that may include ESG criteria.